Primary Navigation

What We Do

Educating individuals on the vast world of financial services and products has been the cornerstone of how Moneywise has done business since they opened their doors.

Whether answering questions on their radio show, dicussing the market overview on the morning news or sitting down with clients to discuss their individual situation, Moneywise financial advisors use their knowledge to benefit their listeners, not themselves. In working with clients to create individual financial plans, services may include…

Retirement & Financial Planning

401(k) and Pension Rollovers

Education and Goal Funding

Investment Advisory Services

Asset Allocation

Annuities and Insurance Services

Our Process

Investment Management Services

Develop a written investment policy statement to identify investment objectives and risk profile

Quarterly comprehensive statements with option for monthly statements if desired

Independent objective expert advice

The option of 24 hour access to current investment information as well as other important documents via a secure personal website

Objective review and recommendations of asset allocation within your employer provided retirement plans such as 401(k)’s

Annual Investment rebalancing* and financial objective review

*Moneywise uses third-party money manager (*TPM*) partners, including but not limited to, SEI Investments Management Corporations (“SIMC”) Investment portfolios held with a TPM are designed, implemented, maintained and rebalanced by the TPM. In addition, a TPM conducts the investment research and analysis used as the basis for the portfolios and executes necessary trades on behalf of Moneywise.

Retirement Income & Distribution Planning

Analysis of your income needs now and in the future

Develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living

Recommendations for optimizing the best distribution strategies for your employer retirement plans and IRAs

Review of the beneficiaries; assist with establishment of Inherited IRAs to maximize IRA distribution stream for your heirs

Risk Management Services

Analysis of your risk management needs, now and in the future

Policy Review Program to provide objective assessment of current risk reduction strategies